-24.3%
UBER vs FISV
-61.2%
+36.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.7% |
| 7D | -5.4% | -2.7% | -2.7% | -5.2% |
| 30D | -4.9% | 0.0% | -4.9% | -4.9% |
| 3M | +3.0% | -2.8% | +5.8% | +3.0% |
| 6M | -4.4% | -11.8% | +7.4% | -3.9% |
| YTD | -12.3% | -23.2% | +10.9% | -11.7% |
| 1Y | -24.3% | -62.0% | +37.7% | -29.4% |
| All | -24.3% | -61.2% | +36.9% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FISV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling